See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,648 | $58,320+33.1% | $86,436-10.2% | $66,914+16.0% |
| Participation rate | 67.6% | 78.6%-11.0pp | 80.3%-12.7pp | 69.8%-2.2pp |
| Annual return | -18.53% | -9.71%-8.8pp | 4394.89%-4413.4pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,360 | $2,615-48.0% | $3,769-63.9% | $2,544-46.6% |
| Participant deferral / active EE | $6,846 | $6,899-0.8% | $6,952-1.5% | $4,237+61.6% |
| Admin fee / account holder | $10 | $546-98.1% | $6,731-99.8% | $593-98.3% |